Wealth Management Santa Rosa CA

High net worth individuals and organizations can opt to employ a wealth manager to handle their financial issues, including things like estate planning, taxes, investment management and more. Wealth management services are provided by corporations, financial advisors and multi-licensed portfolio managers. They use wealth management strategies to help their clients grow their wealth and assets as well as to navigate tax law. Wealth managers oversee all the financial affairs of their clients, which can be extremely helpful for those with numerous and diverse financial holdings.

Michael Randolph
Randolph Managed Investments
(707) 573-1357
50 Old Court House Square, Suite 303
Santa Rosa, CA
Expertises
Ongoing Investment Management, Charitable Giving - Trusts & Foundations, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, CFP®, MS

Heather Cleland
Willow Creek Financial Services, Inc.
(707) 829-1146
825 Gravenstein Highway North, Suite 5
Sebastopol, CA
Expertises
Cash Flow/Budgets/Credit Issues, Women's Financial Planning Issues, Helping Clients Identify & Achieve Goals, High Net Worth Client Needs, Ongoing Investment Management, Planning Issues for Unmarried & Same-Sex Couples
Certifications
NAPFA Registered Financial Advisor, CFP®

Michael Gorman
Wiiken & Gorman LLC
(707) 769-0200
775 Baywood Drive, Suite 306
Petaluma, CA
Expertises
Ongoing Investment Management, Real Estate Investments, Retirement Planning & Distribution Rules, Socially Responsible Investments
Certifications
NAPFA Registered Financial Advisor, BA, CFP®

Alice King
Wine Country Wealth Management, LLC
(707) 933-1549
809 Broadway
Sonoma, CA
Expertises
Helping Clients Identify & Achieve Goals, High Net Worth Client Needs, Planning Issues for Business Owners, Ongoing Investment Management, College/Education Planning, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, JD

Mr. Matthew J. Everson, CFP®
(707) 968-7237
1423 13th St
Santa Rosa, CA
Firm
MJ Everson Financial
Areas of Specialization
Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
Spencer Sherman
Abacus Wealth Partners, LLC
(707) 829-6190
7182 Healdsburg Avenue
Sebastopol, CA
Expertises
Charitable Giving - Trusts & Foundations, Estate & Generational Planning Issues, Financial Issues Between Generations, Ongoing Investment Management, Planning Issues for Business Owners, Socially Responsible Investments
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Paula Wiiken
Wiiken & Gorman LLC
(707) 769-0200
775 Baywood Drive, Suite 306
Petaluma, CA
Expertises
Socially Responsible Investments, Women's Financial Planning Issues, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, JD, MA

Tina Anders
Anders Financial Planning
(707) 765-9025
7 Fourth Street, Suite 66
Petaluma, CA
Expertises
Ongoing Investment Management, Socially Responsible Investments, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®

Ms. Alice G. Sanford, CFP®
(707) 578-3800
1208 4th St
Santa Rosa, CA
Firm
Ameriprise Financial Services,
Areas of Specialization
Comprehensive Financial Planning, Investment Management, Life Planning, Retirement Planning, Wealth Management

Data Provided by:
Mr. Michael K. Moberly, CFP®
(707) 521-4225
50 Old Courthouse Sq Ste 110
Santa Rosa, CA
Firm
Wells Fargo Advisors, LLC
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Education Planning, Estate Planning, Investment Management, Sudden Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
Data Provided by:

Wealth Management

By: Jonas Zamora
Jonas Zamora is a Certified Financial PlannerTM professional. You may contact him at jzamora@zacks.com

Benefits of Estate Planning

Have you ever been advised that you should have an estate plan? You hear the advice and, like most folks, don’t have a clear idea of why you should have one. I read an article by financial planner Elaine Floyd, which outlines the reasons why you should have an estate plan.

Let’s start with the benefits. An estate plan allows you to:

1. Direct the distribution of your wealth at death. An estate plan allows you to name the people, or charities, that will receive your assets. Otherwise, the courts will decide for you based on the laws of succession in your state.
2. Save on estate taxes. The estate tax still exists at least until 2009. In 2010 it will be repealed but may come back in 2011. This year, assets that total up to $2 million are exempt from federal estate taxes. The top tax rate on assets above that amount is 45%. Keep in mind that state inheritance tax has not been abolished either.
3. Save money on probate fees and keep your privacy. Probate fees can run up to about 10% of your estate’s value. Keep in mind that probate is time consuming and a matter of public record.
4. Protects assets while you are alive. Estate planning strategies can help protect you in case of lawsuits and divorce.
5. Prepare for incapacity. What happens if you are unable to handle making the payments for the care you receive while incapacitated? Who will manage your care and finances? An estate plan can help assure your well being if you become unable to make your own decisions....

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